Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun
Financial Advisor Success · Michael Kitces
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Show Notes
How you can use social media as a successful path to marketing and specifically to facilitate work life balance. In this episode, the chat with Winnie Sun, co-founder of Sun Financial Group.
Winnie explores what's functioning when it comes to online social media marketing and why she still balances spending two thirds of her time in wealth management and business. She also talks about how she structured her team with her partner to support her practice.
Get full episode show notes at kitces.com/38